See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,693 | $21,287+208.6% | - | $68,494-4.1% |
| Participation rate | 100.0% | 40.3%+59.7pp | - | 67.9%+32.1pp |
| Annual return | -12.57% | -16.24%+3.7pp | - | -7.84%-4.7pp |
| Employer contribution / active EE | $9,478 | $1,123+743.9% | - | $2,596+265.1% |
| Participant deferral / active EE | $5,617 | $1,533+266.5% | - | $4,027+39.5% |
| Admin fee / account holder | $0 | $2,220-100.0% | - | $5,403-100.0% |